Financial ADVSR advisor directory · SEC adviser records
Edward Jones financial advisors in Dana Point, CA
Every SEC-registered investment adviser representative at a Edward Jones office in Dana Point, A to Z.
3 registered advisors work at Edward Jones in Dana Point, out of 21,459 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Edward Jones advisors in Dana Point, A to Z
Every Edward Jones advisor →- Claudia L. BowersAlso a broker rep
- Ellen R. Pickler HarrisAlso a broker rep
- Sean SmithAlso a broker rep
Edward Jones advisors in every city and state →Edward Jones: assets, clients and custodians →Edward Jones news and advisor moves →Edward Jones payout grid vs. other firms →Advisor Moves: who changed firms this week →
Edward Jones advisors in other cities
St. Louis, MO 1,746Maryland Heights, MO 159St Louis, MO 108Austin, TX 72Houston, TX 71Raleigh, NC 71Overland Park, KS 61Seattle, WA 61San Antonio, TX 55Tempe, AZ 51Colorado Springs, CO 48Dallas, TX 47Lincoln, NE 45Greenville, SC 42Chesterfield, MO 41
Other firms in Dana Point
All Dana Point advisors →LPL Financial LLC 6Osaic Wealth, Inc. 6Strategic Advisers LLC 5Charles Schwab & Co., Inc. 4The Clark Group Asset Management 3
Questions
How many financial advisors does Edward Jones have in Dana Point?
3 investment adviser representatives are registered at Edward Jones offices in Dana Point, California, according to the SEC's Investment Adviser Public Disclosure records, out of 21,459 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Edward Jones one of the largest advisor employers in Dana Point?
Edward Jones ranks number 5 in Dana Point by registered advisors; LPL Financial LLC has the most, with 6.
How do I check a Edward Jones advisor in Dana Point?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Edward Jones office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.